MAP

Moody Aldrich Partners Portfolio holdings

AUM $517M
1-Year Est. Return 38.15%
This Quarter Est. Return
1 Year Est. Return
+38.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1 +$5.75M
2 +$5.48M
3 +$5.28M
4
WBT
Welbilt, Inc.
WBT
+$4.69M
5
STMP
Stamps.com, Inc.
STMP
+$4.13M

Top Sells

1 +$4.23M
2 +$3.71M
3 +$2.68M
4
MPWR icon
Monolithic Power Systems
MPWR
+$2.51M
5
PEGA icon
Pegasystems
PEGA
+$2.48M

Sector Composition

1 Healthcare 17.48%
2 Financials 14.78%
3 Technology 13.5%
4 Industrials 11.58%
5 Consumer Discretionary 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.76M 0.98%
25,666
+10,538
52
$2.75M 0.98%
40,224
+17,185
53
$2.72M 0.97%
162,039
+88,109
54
$2.71M 0.96%
45,839
+19,610
55
$2.65M 0.94%
+68,118
56
$2.6M 0.92%
+70,109
57
$2.51M 0.89%
+32,158
58
$2.45M 0.87%
117,420
+50,267
59
$2.41M 0.86%
93,294
+39,949
60
$2.35M 0.84%
68,217
+29,190
61
$2.33M 0.83%
+180,676
62
$2.27M 0.81%
+21,147
63
$2.21M 0.79%
36,120
+15,442
64
$2.21M 0.78%
+140,686
65
$2.18M 0.78%
+113,621
66
$2.14M 0.76%
36,996
+10,107
67
$2.12M 0.75%
23,174
-6,946
68
$2.08M 0.74%
23,109
+4,918
69
$2.07M 0.74%
+23,066
70
$1.95M 0.69%
136,782
-13,147
71
$1.93M 0.69%
96,118
-13,231
72
$1.79M 0.64%
1,144
+84
73
$1.63M 0.58%
+19,359
74
$1.61M 0.57%
+172,150
75
$1.6M 0.57%
6,463
+2,651